PCG Dealer

4 weeks ago

Ahmedabad India Kotak Securities Full time
  • To ensure active management of clients & achieve the target active AUM
  • To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
  • To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
  • To achieve healthy revenues without compromising on clients profitability
  • To have clear focus on client mining
  • To conduct regular Client Meetings & update the same in the meeting tracker
  • To attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports
  • To do new client acquisition, build new relationships and increasing depth in existing relationships
  • To sell Third party products
  • Keep abreast of the market news, financial trends and current affairs
  • To attend post result concalls, analyst meets for improved client servicing

  • Stock Market Dealer

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    Science City, Ahmedabad, Gujarat, India Madhumati and Co. Full time

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  • PCG Dealer

    1 month ago

    Ahmedabad, India Kotak Mahindra Bank Full time

    To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients...

  • PCG Dealer

    1 day ago

    ahmedabad, India Kotak Mahindra Bank Full time

    To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on...